S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.92B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,305
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$19.8M
3
+$13.8M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
TSLA icon
Tesla
TSLA
+$10.6M

Top Sells

1
+$10.8M
2
+$9.45M
3
+$4.42M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.39M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.03M

Sector Composition

1 Technology 9.83%
2 Financials 4.07%
3 Consumer Discretionary 3.82%
4 Healthcare 3.31%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$50.7K ﹤0.01%
201
-111
1502
$50.7K ﹤0.01%
7,865
+6,839
1503
$50.6K ﹤0.01%
541
-806
1504
$50.2K ﹤0.01%
3,428
+779
1505
$50.2K ﹤0.01%
1,611
+450
1506
$50K ﹤0.01%
695
-164
1507
$50K ﹤0.01%
1,520
1508
$49.9K ﹤0.01%
3,794
1509
$49.9K ﹤0.01%
265
-3
1510
$49.8K ﹤0.01%
410
+170
1511
$49.8K ﹤0.01%
847
-360
1512
$49.7K ﹤0.01%
2,889
-57
1513
$49.5K ﹤0.01%
3,212
+442
1514
$49.5K ﹤0.01%
375
-21
1515
$49.3K ﹤0.01%
9,683
+6,146
1516
$49.3K ﹤0.01%
494
1517
$49.1K ﹤0.01%
5,689
+57
1518
$49.1K ﹤0.01%
606
1519
$48.9K ﹤0.01%
2,114
+3
1520
$48.8K ﹤0.01%
234
-26
1521
$48.7K ﹤0.01%
500
1522
$48.6K ﹤0.01%
567
+42
1523
$48.5K ﹤0.01%
6,776
+674
1524
$48.5K ﹤0.01%
1,822
+830
1525
$48.5K ﹤0.01%
490
-9
59 60
61
62 63